Quote Templates and Personalisation Tokens
Quote Templates and Personalisation Tokens
@jmclaren Have additional fields been added to the template data and is there another way to view that besides pretty printing the template_data? I checked the Idea thread and didn't see any updates there. But a Customer Success Manager has informed us that we can access recipient billing address information but I don't see it on the template_data when I pretty print it. Here is the information that we received.
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Quote Templates and Personalisation Tokens
Hey there,
Hi @tanyaunangst I believe a game of telephone basically happened causing some context to get lost in that email. I've reached out to the CSM to find out where they were given that information.
I apologize for the confusion this has caused.
To my knowledge no additional fields have been added to the template data.
As for how you can "view" it and the structure of that data, here is the template_data object with mock data:
{
"hubspotBaseUrl": "https://api.hubapi.com",
"quote": {
"id": 1,
"hubspot_owner_id": "1",
"hs_all_owner_ids": "1",
"hs_created_by_user_id": "1",
"hs_updated_by_user_id": "1",
"hs_lastmodifieddate": "1/1/20",
"hubspot_owner_assigneddate": "1/1/20",
"hs_createdate": "1577898314000",
"hs_expiration_date": "1609434314000",
"hs_title": "Sample quote",
"hs_template_type": "PROPOSAL",
"hs_proposal_domain": "1.hs-sites.com",
"hs_proposal_slug": "sampleSlug",
"hs_proposal_template_path": "cms-proposals-theme/quote__simple.html",
"hs_quote_amount": "$100",
"hs_timezone": "US/Eastern",
"hs_currency": "USD",
"hs_language": "en",
"hs_locale": "en-us",
"hs_public_url_key": "0123456789abcdef",
"hs_discount_display_style": "Fixed",
"hs_terms": "<p>Sample terms</p>",
"hs_comments": "<p>Sample comments</p>",
"hs_sender_firstname": "Firstname",
"hs_sender_company_name": "HubSpot",
"hs_sender_company_image_url": "https://api.hubapiqa.com/avatars/v1/signed-uris/1CmcKFwgEEhNzbGVlcHlzaGVlcC53ZWJzaXRlGJmI4PYFIJyrMyoaYnJhbmRpbmc6YXBpOndlYjp1cy1lYXN0LTEyJjI2MDE6MTg0OjQwODA6NGZjMDpjY2VhOjc2NzA6NGQyMjphZjFhEhkA-NPq9tzonI3OpA087XM8Z2BgzO0mPYq6",
"hs_status": "APPROVAL_NOT_NEEDED",
"hs_primary_color": "#425b76",
"hs_quote_number": "20200101-00000001",
"hs_payment_enabled": true,
"hs_esign_enabled": true
},
"quoteAssociatedObjects": {
"company": {
"id": 1,
"name": "Sample company",
"domain": "example.website",
"city": "San Francisco",
"state": "California",
"zip": "90000",
},
"contacts": [
{
"id": 1,
"firstname": "First",
"lastname": "Recipient",
"email": "firstrecipient@hubspot.com",
"phone": "12354678981"
},
{
"id": 2,
"firstname": "Second",
"lastname": "Recipient",
"email": "secondrecipient@hubspot.com",
"phone": "12354678982"
}
],
"lineItems": [
{
"createdate": "1/1/20",
"hs_position_on_quote": "0",
"id": 1,
"name": "First sample line item",
"description": "About first sample line item",
"price": "1005",
"discount": "5",
"hs_cost_of_goods_sold": "10",
"hs_margin_tcv": "990",
"hs_margin_acv": "990",
"hs_margin": "990",
"hs_tcv": "1000",
"hs_acv": "1000",
"amount": "1000",
"quantity": "1",
"hs_line_item_currency_code": "USD",
"tax": "10",
"hs_lastmodifieddate": "1/1/20",
"hs_created_by_user_id": "1",
"hs_object_id": "1",
"hs_updated_by_user_id": "1"
},
{
"createdate": "1/1/20",
"hs_position_on_quote": "1",
"id": 2,
"name": "Second sample line item",
"description": "About second sample line item",
"price": "105",
"discount": "5",
"recurringbillingfrequency": "monthly",
"hs_cost_of_goods_sold": "10",
"hs_margin_tcv": "1080",
"hs_margin_acv": "1080",
"hs_margin_arr": "1080",
"hs_margin_mrr": "90",
"hs_margin": "90",
"hs_tcv": "1200",
"hs_acv": "1200",
"hs_arr": "1200",
"hs_mrr": "100",
"amount": "1000",
"quantity": "1",
"hs_line_item_currency_code": "USD",
"tax": "10",
"hs_lastmodifieddate": "1/1/20",
"hs_created_by_user_id": "1",
"hs_object_id": "1",
"hs_updated_by_user_id": "1"
}
],
"contactSigners": [
{
vid: 1,
firstName: "First",
lastName: "Signer",
email: "firstsigner@hubspot.com",
avatarUrl:"https://cdn2.hubspotqa.net/hub/99261937/hubfs/d40aadd5-d110-43f0-bf31-fb20ddb2128c.png/height=48/width=48"
}
],
"userSigners": [],
"additionalFees": [
{
name: "Tax",
amount: 1000
},
{
name: "Percent Discount",
amount: 25,
isPercentage: true,
category: "DISCOUNT"
}
]
},
"totals": {
"subTotals": {
"monthly": {
"subTotal": 100,
"discountSubTotal": 5
},
"one_time": {
"subTotal": 1000,
"discountSubTotal": 5
}
},
"total": 1100
}
}
In there you will see company data.
That data comes from the quote wizard on this step:
That data comes out accessible through template_data.quoteAssociatedObjects.company (or the COMPANY variable that comes in the default version of the tempaltes if you are using that) in this form:
{country=USA, city=Cambridge, num_associated_contacts=0, createdate=1611620216600, hs_num_blockers=0, days_to_close=0, hubspot_owner_id=12456994, first_deal_created_date=1601346743605, recent_deal_amount=500000, hs_created_by_user_id=1234823, num_associated_deals=1, state=Massachussetss, hs_all_owner_ids=12346994, hs_num_open_deals=0, zip=12355, address=1234 Spot Ave, closedate=1611620217326, recent_deal_close_date=1601348448018, hs_user_ids_of_all_owners=1234823, hs_target_account_probability=0.5476861596107483, hs_lastmodifieddate=1611620279289, hs_num_decision_makers=0, hubspot_owner_assigneddate=1611620216600, total_revenue=500000, hs_num_child_companies=0, hs_num_contacts_with_buying_roles=0, hs_object_id=5240393485, name=HubSpot, lifecyclestage=customer, hs_updated_by_user_id=1234823, id=512493485} As you can see you can then do:
COMPANY.country = USA
COMPANY.city= Cambridge
COMPANY.address = 1234 Spot Ave
COMPANY.state = Massachussetss
COMPANY.name= HubSpot
COMPANY.zip = 12355
Note that is not HubSpot's real address, you can tell because there's also an obvious typo.
